David John Marotta, CFP<sup>&reg;</sup> - Financial Advisor

David John Marotta, CFP®

AAMS®, AIF®

President

Marotta Wealth Management

1000 Ednam Center, Suite 200
Charlottesville, VA 22903
FINANCIAL ADVISOR'S WEBSITE
(434) 244-0000 CONNECT WITH David John
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General

David John Marotta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marotta Wealth Management in Charlottesville, VA and the surrounding communities.

Financial Advisor Overview

Marotta Wealth Management is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenant of our work and our primary goal is to help our clients meet theirs. As our client, you can expect to be presented with comprehensive financial plans custom-made for your specific situation and goals. We aim to have transparent conversations about possible investment plan designs and implementations, seeking approval before we act. At each step of the way, we ensure proper collaboration. When we accept a client, we see the relationship as a lifetime partnership and will continue to serve you for as long as we have together.

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Financial Advisor Experience

David founded Marotta Asset Management in Charlottesville, Virginia, in 2000. He has been a guest speaker for the American Association of Independent Investors and NAPFA’s Consumer Education Foundation. He is a regular contributor to our Marotta On Money articles and authors a financial column featured in several newspapers across the country. David earned a Master’s degree in Computer Science from the University of Oregon and a B.A. in Philosophy and Electrical Engineering from Stanford University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Asset Management Specialist - AAMS

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Life Planning, Retirement

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Helpful Financial Planning Resources